Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,371 | $55,437-50.6% | $155,534-82.4% | $74,459-63.2% |
| Participation rate | 73.6% | 61.9%+11.7pp | 78.2%-4.6pp | 67.2%+6.4pp |
| Annual return | 12.46% | 269.58%-257.1pp | 64.92%-52.5pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,045 | $2,266-53.9% | $4,675-77.6% | $2,626-60.2% |
| Participant deferral / active EE | $1,100 | $2,837-61.2% | $5,630-80.5% | $4,350-74.7% |
| Admin fee / account holder | $1,434 | $1,742-17.7% | $15,900-91.0% | $1,945-26.3% |